GWM
RDVY icon

Gilpin Wealth Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Gilpin Wealth Management’s Portfolio RDVY Stock Details RDVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$345K Buy
4,406
+65
+1% +$5.26K 0.23% 94
2026
Q2 		$352K Buy
4,341
+123
+3% +$9.25K 0.24% 99
2026
Q1 		$288K Buy
4,218
+515
+14% +$36.7K 0.23% 97
2025
Q4 		$257K Buy
+3,703
New +$252K 0.2% 99

Other funds holding RDVY

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Gilpin Wealth Management's RDVY Position: Q3 2026 in Review

Gilpin Wealth Management increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1.5% in Q3 2026, buying an estimated $5.26K and bringing the position to 4,406 shares worth $345K. The position accounts for 0.23% of the portfolio, ranked #94.

Gilpin Wealth Management first reported a position in RDVY in Q4 2025 and has held it in 4 quarters since. The position peaked at $352K in Q2 2026. 54 funds tracked by Wall St. Rank hold RDVY as of Q3 2026.

  • Gilpin Wealth Management held 4,406 shares of First Trust Rising Dividend Achievers ETF worth $345K as of Q3 2026.
  • Gilpin Wealth Management bought 65 First Trust Rising Dividend Achievers ETF shares in Q3 2026, an estimated $5.26K.
  • First Trust Rising Dividend Achievers ETF made up 0.23% of Gilpin Wealth Management's portfolio in Q3 2026, its #94 holding.
  • Gilpin Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's First Trust Rising Dividend Achievers ETF position peaked at $352K in Q2 2026.
  • 54 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.